Purchases and Sales Made in Q2 2023 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-14K- 61.51% |
$1.28M - $1.4M
|
8.77K
$931K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-14.2K- 9.48% |
$1.29M - $1.41M
|
135K
$14.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-14.2K- 85.34% |
$1.29M - $1.41M
|
2.43K
$258K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.4K- 24.83% |
$1.32M - $1.44M
|
43.7K
$4.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-14.6K- 49.8% |
$1.33M - $1.45M
|
14.7K
$1.56M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-14.7K- 25.32% |
$1.34M - $1.47M
|
43.4K
$4.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-14.9K- 30.4% |
$1.35M - $1.48M
|
34K
$3.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15K- 3.17% |
$1.37M - $1.5M
|
458K
$48.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-15.2K- 39.58% |
$1.38M - $1.51M
|
23.1K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.2K- 10.51% |
$1.39M - $1.52M
|
129K
$13.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-15.3K- 58.38% |
$1.4M - $1.53M
|
10.9K
$1.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15.9K- 13.14% |
$1.45M - $1.58M
|
105K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-15.9K- 41.75% |
$1.45M - $1.59M
|
22.2K
$2.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-16.1K- 68.33% |
$1.47M - $1.61M
|
7.48K
$794K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.2K- 29.1% |
$1.47M - $1.61M
|
39.4K
$4.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-16.2K- 15.51% |
$1.48M - $1.62M
|
88.4K
$9.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.5K- 4.06% |
$1.51M - $1.65M
|
391K
$41.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-16.6K- 3.99% |
$1.52M - $1.66M
|
401K
$42.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-17.1K- 28.34% |
$1.56M - $1.71M
|
43.2K
$4.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-17.2K- 62.03% |
$1.56M - $1.71M
|
10.5K
$1.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-17.3K- 41.07% |
$1.58M - $1.73M
|
24.8K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.6K- 2.66% |
$1.61M - $1.76M
|
645K
$68.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-18.1K- 39.68% |
$1.65M - $1.81M
|
27.5K
$2.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.2K- 11.58% |
$1.66M - $1.82M
|
139K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-18.5K- 5.0% |
$1.68M - $1.84M
|
351K
$37.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-19.2K- 18.69% |
$1.75M - $1.92M
|
83.5K
$8.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-19.4K- 34.35% |
$1.76M - $1.93M
|
37K
$3.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-19.9K- 64.67% |
$1.81M - $1.98M
|
10.9K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-20K- 16.31% |
$1.82M - $2M
|
103K
$10.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-20.9K- 9.28% |
$1.9M - $2.08M
|
204K
$21.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.1K- 52.87% |
$1.92M - $2.1M
|
18.8K
$1.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.1K- 26.02% |
$1.93M - $2.11M
|
60.1K
$6.38M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-21.3K- 70.32% |
$1.94M - $2.12M
|
8.99K
$954K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-21.6K- 70.64% |
$1.96M - $2.15M
|
8.96K
$951K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.1K- 0.08% |
$2.02M - $2.21M
|
27.9M
$2.96B
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 27.45% |
$2.03M - $2.22M
|
58.8K
$6.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-22.7K- 16.3% |
$2.07M - $2.26M
|
117K
$12.4M
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-22.7K- 16.51% |
$2.07M - $2.27M
|
115K
$12.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-23.3K- 4.0% |
$2.13M - $2.33M
|
559K
$59.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-23.4K- 34.71% |
$2.13M - $2.33M
|
43.9K
$4.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-25K- 6.45% |
$2.28M - $2.5M
|
363K
$38.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-25.2K- 9.34% |
$2.3M - $2.52M
|
245K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-25.6K- 16.81% |
$2.33M - $2.55M
|
127K
$13.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-26.4K- 42.44% |
$2.4M - $2.63M
|
35.7K
$3.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-27.4K- 89.64% |
$2.5M - $2.73M
|
3.17K
$336K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-27.5K- 78.82% |
$2.51M - $2.75M
|
7.4K
$785K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-28.1K- 33.16% |
$2.56M - $2.81M
|
56.7K
$6.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-28.3K- 20.74% |
$2.58M - $2.82M
|
108K
$11.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-29.9K- 31.93% |
$2.72M - $2.98M
|
63.7K
$6.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-29.9K- 6.35% |
$2.73M - $2.99M
|
441K
$46.8M
|